Amazon (AMZN)

Existing Xeon Scalable supply to AWS

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Intel 18A AI fabric and Intel 3 custom Xeon 6 framework

Historical announcement; current program progress and delivery not verified.

Expanded supplier relationship for custom AI and connectivity semiconductors

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Five-year multigeneration agreement; future product volumes undisclosed

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

AWS and Anthropic agreed up to 5 GW of additional compute capacity for Claude training and deployment; staged delivery includes Trainium capacity.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Anthropic uses Amazon's AWS Trainium chips for Claude workloads. The April 2026 announcement describes existing Trainium2 use, alongside commitments for additional future capacity.

AWS Hpc8a uses fifth-generation EPYC CPUs; not Instinct GPUs

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

AWS Graviton uses Arm-based processor technology

Processor architecture integration; Arm licenses technology rather than manufacturing these chips.

GE Vernova's software business collaborates with AWS on cloud-based asset performance management.

Software collaboration, not evidence of GE Vernova turbine sales to Amazon.